Add or Delete Client Products

Depending on your role in WorkBook, you can add or delete products to or from a client in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add or delete client products:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client that you want to add products to by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Client Products.
6. On the top toolbar of the client card, click Add Client Brand to add a row to the grid.
7. Enter the product information in the new row.
8. To delete a product, select the product in the grid and click Delete on the top toolbar of the client card.